Qualifications
EDUCATION
BS Accounting · University of North Texas
MS Taxation · University of North Texas
CERTIFICATIONS
Certified Public Accountant, Texas
PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Dallas Estate Planning Council
Estate Planning Council of North Texas
ProVisors
MARKETS OF EXPERTISE
Affluent Families and Individuals, Estate, Gift & Trust, Private Foundations
SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Estate, Gift & Trust Planning & Compliance
Background
Courtney Lear brings extensive experience in tax compliance and advisory services, delivering strategic guidance tailored to complex financial needs. She specializes in working closely with affluent individuals, multi-generational families, and complex trusts and estates. Leveraging her deep knowledge of tax planning and compliance, she effectively advises clients across a diverse range of consulting areas to help them protect and optimize their finances.
When Courtney isn’t working, she enjoys spending time with her husband and two young children, going to the park, playing basketball, and all things outdoors.